October 22, 2009
Lee Munson and Chip Stone
~ DATE/PLACE ~
October 22, 2009 ~ ABQ Country Club
~ TOPIC ~
“Update to the Classic 60-40 Mix”
~ MEETING HOST ~
New Mexico Community Foundation
Lee Munson is the Chief Investment Officer of Portfolio Asset Management with responsibility for asset allocation and investment strategy. A frequent commentator on CNBC’s Closing Bell and CNBC Reports, Lee has been quoted in Business Week, Smart Money, thestreet.com, publishes frequent articles on SeekingAlpha.com, and writes a monthly column in New Mexico Business Weekly titled “Money 101”. In 2009, the New Mexico Business Weekly named Lee’s firm, Portfolio, LLC in the Book of Lists as one of the top 13 Money Managers in New Mexico. Early in his career, Lee worked as a trader on Wall Street. In 2002, he returned to his home in New Mexico as a Vice President of Schwab Private Client in Albuquerque managing over 200 million in assets. Mr. Munson earned a Certified Financial Planner (CFP) designation and passed the rigorous exams to earn the Chartered Financial Analyst charter (CFA). Mr. Munson is a graduate of the prestigious St. John’s College in Santa Fe and serves on the boards of the New Mexico Estate Planning Council and the Financial Planning Association of New Mexico.
Chip Stone has been a CFP since 1991 and as a Registered Principal, manages a branch of LPL Financial Services, the largest independent broker/dealer in the country.